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Weekly Update – BAHC Staffing Overview Spreadsheet

This task ensures the BAHC Staffing Overview spreadsheet reflects the most current staffing and performance data. Every Friday, updated reports from MaidCentral are pasted into specific tabs so the dashboard and staffing summary stay accurate.


📁 File to Update

Google Sheet Name:
BAHC Staffing Overview


🔁 Frequency

Weekly — every Friday


🧠 General Guidelines

  • We currently look at last 90 days data.  So date range will be last 90 days.
  • Always paste into Row 2 (keep headers untouched)

  • Do not insert or delete columns

  • Use Paste as values only (Cmd+Shift+V or Ctrl+Shift+V)

  • Match data exactly as shown in the reports

  • Confirm the dashboard updates properly after each step


📊 Section 1: Cancelled Service → RAW_Cancellations

What it Tracks:

Recurring clients who cancelled service and their cancellation reasons.

Instructions:

  1. Export the Cancelled Service Report from MaidCentral

  2. Open the RAW_Cancellations tab in the spreadsheet

  3. Paste the new data starting in Row 2

  4. Do not touch column headers or formatting

  5. Confirm column order matches the export

Guide:

1. In MC go to”Reports”

2. Click “View More”

3. Click the “Search:” field.

4. Search for “Cancel” and Click “Cancelled Service”

5. Click on date/calendar

6. Click “Last 3 Months”

7. Click “Data”

8. Click “Export”